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位置:博客 > Doug Young > 文章归档 > 2019年01月
2019年01月23日 14:57

GAMES: Tencent, NetEase Shunned as Gaming Approvals Resume

Bottom line: Tencent and NetEase will become long-term beneficiaries of a cleanup of China's online game sector, despite their lack of new launches so far following the recent end of a 10-month freeze on approval of new titles.

China's 10-month freeze on approval of new online games has official ended, but don't tell that to industry leaders Tencent (HKEx: 700) and NetEase (Nasdaq: NTES). China...

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2019年01月09日 18:19

SMARTPHONES: Xiaomi Tries to Go Upscale, But Investors Skeptical

Bottom line: Xiaomi's stock is probably oversold at current levels due to selling at the end of a lockup period, but will remain an underpeformer for at least the next 1-2 years until it can prove its strategy of moving up-market has legs.

It's been a rocky week so far for smartphone wannabe Xiaomi (HKEx: 1810), which is desperately trying to show investors it's more than just a maker of cheap,...

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